Kayla Foster is a financial advisor at Rockefeller Financial LLC with four years of industry experience and holds a Series 66 designation. Her prior work includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and TD Ameritrade. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Katelynn Bresler is a Series 65 licensed financial advisor at Corient with three years of industry experience. She has held positions at Corient and Socius Family Office, LLC, and has a background that includes work at Rhodes College and Chick-fil-A. Corient provides investment advisory and financial planning services to a diverse range of clients including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party manager solutions and employs risk management tools and alternative investment options where appropriate.

Daniel Sier is a financial advisor with Valic Financial Advisors in Lakewood, CO, holding Series 63 and Series 66 licenses and 31 years of industry experience. He has been with Valic Financial Advisors since 2008 and also serves as an agent for Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models and operating at scale with over $26 billion in discretionary assets.

Alexandra Beach is a financial advisor with TIAA-CREF holding Series 66 and Series 63 licenses, and has 11 years of industry experience. Her prior roles include positions at Merrill, Bank of America Securities, Raymond James & Associates, and multiple other firms. TIAA‑CREF Individual & Institutional Services, LLC's Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers a range of managed account options including model portfolios and customized portfolios managed according to client-approved investment policies.

Craig Weidenfeller is a financial advisor at Mercer Global Advisors Inc. in Denver, CO, with 12 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Envestnet Inc., Merrill, and Bank of America. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory and employs a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Samuel Henderson is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Mass Mutual Life Insurance Company, Financial Engines Advisors L.L.C., and Fidelity Brokerage Services LLC. Henderson is based in Glendale, Colorado. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services to individuals and institutional clients, often those connected to TIAA-administered retirement plans. The firm offers models ranging from point-in-time financial planning to ongoing portfolio management under a fiduciary standard.

Stephen West is a CFP® and ChFC® with 18 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked at Raymond James Financial and Raymond James Financial Services, Inc. West serves as Chair of the Board and an executive committee member for the United Way of Larimer County. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning and retirement consulting.

Mark Delucia is a financial advisor with Goldman Sachs Wealth Services in Denver, CO, holding a Series 66 designation and 14 years of industry experience. Prior to joining Goldman Sachs in 2018, he worked for The AYCO Company, L.P./Mercer Allied from 2011 to 2018. He serves on the advisory board of Jewish Vocational Services, a nonprofit focused on employment skills development for young adults. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, institutions, and corporate participants. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, offering tailored wealth solutions integrated across its broader financial services network.

Tamara Ristau is a financial advisor at TIAA-CREF with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a combination of point-in-time planning services and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Charles Pastor is a CFP® and holds a Series 65 license, with four years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. and has prior experience at intellicents investment solutions, Inc. and Damn Good Planning LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory as well as financial, tax, retirement, estate planning, and family office services. The firm’s investment approach utilizes Modern Portfolio Theory to build globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, direct indexing, and private funds, supported by various specialized advisory programs.

Jeffrey Engelman is a CFP® professional with 25 years of experience in the financial industry. He is currently affiliated with Integrated Wealth Concepts LLC and has previously worked at PRISM Financial Strategies, Vision Brokerage Services, Highland Financial Group, and Vision Investment Advisors. In addition to his advisory work, Mr. Engelman is an insurance agent with Prism Insurance Strategies. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, utilizing a range of investment vehicles with a primarily long-term approach.

Edward Berra is a financial advisor at TIAA-CREF with Series 63 and Series 65 credentials and 30 years of industry experience. He has been with TIAA-CREF since 1997. Outside of his advisory work, he serves as vice president and independent distributor for Whole Spectrum, Inc., a company involved in nutritional products. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers model and customized portfolios managed under fiduciary standards within a vertically integrated structure that includes affiliated funds.

Jeffrey Collyer is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has nine years of industry experience. He has worked at Bankers Life Securities Inc. since 2016 and Bankers Life and Casualty since 2013, where he also serves as a unit sales manager recruiting and training insurance agents. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Anna Walters is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill and Bank of America. Walters has been with Sanctuary Advisors and its related affiliate Sanctuary Securities since 2022. Sanctuary Advisors, LLC serves a broad range of clients including individuals, corporations, pension plans, trusts, estates, and charitable organizations through more than 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, retirement consulting, and access to multiple account platforms, employing diverse analytical approaches and maintaining a fiduciary standard when agreements are in place.

Kevin Mc Guire is a financial advisor with Cresset Asset Management, LLC, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He previously worked at JPMorgan Private Bank for 12 years before joining Cresset in 2021. Outside of his advisory role, he is a partial owner of an investment-related entity based in Denver. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in assets for individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and a combination of active and passive strategies across public equities, fixed income, and alternative investments.

Keri Cordova is a financial advisor at TIAA-CREF with 25 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with TIAA-CREF since 2006. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides a range of managed accounts with varying levels of customization and applies a fiduciary standard to its advisory services.

Douglas Wills is a financial advisor with Eagle Strategies (NY Life) based in Lakewood, CO. He holds Series 63 and Series 66 licenses and has 32 years of industry experience. Wills has worked with Nylife Securities Inc. and New York Life Insurance Company since 1994 and operates High Point Financial Group, LLC, an outside insurance business. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages a significant portion of assets on a non-discretionary basis.

Kristine Haley is a financial advisor with Voya Financial Advisors, Inc. and holds a Series 66 designation. She has 11 years of industry experience, including roles at Ameriprise Financial Services, Transamerica Investors Securities Corporation, and Transamerica Retirement Solutions. Outside of her advisory work, she is an independent consultant for a single-level marketing company. Voya Financial Advisors, Inc. serves a diverse client base of individual and institutional investors, including retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting, with a focus on non-discretionary advisory relationships.

Robert Woolwine is a Series 66–licensed financial advisor with Key Investment Services LLC in Denver, Colorado. He has one year of industry experience, including prior roles at the University of Colorado - Boulder and in educational institutions. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in investment decisions and oversees third-party advisory products through ongoing due diligence and supervisory review.

Katherine Kellen is a CFP®-certified financial advisor with 25 years of industry experience. She is currently with The Huntington Investment Company, where she has worked since 2022, following previous roles at Wells Fargo Advisors from 2011 to 2022. Kellen serves on the board of Lotus Network, a community organization focused on empowering and connecting women. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, charitable organizations, corporations, and other entities. The firm offers multiple wrap-fee programs using an open-architecture model that integrates third-party sub-managers and proprietary Private Bank models.